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Taiwan Semiconductor Manufacturing (TSM) Could Be 14% Overvalued As 2nm MediaTek Win Lands
Simply Wall St.12d agoneutral
Taiwan Semiconductor Manufacturing (TSM) Could Be 14% Overvalued As 2nm MediaTek Win Lands

Taiwan Semiconductor Manufacturing (NYSE:TSM) just picked up fresh attention after MediaTek chose its 2-nanometer process for the new Dimensity 9600 Pro, while keeping the broader 9600M line on TSMC’s 3nm technology. That MediaTek win comes on top of a strong run for Taiwan Semiconductor Manufacturing, with the share price up 34.62% year to date and a 1-year total shareholder return of 61.47%. However, the stock is down 6.89% over the past 90 days, which indicates that while long-term...

Berkshire Hathaway (BRK.A) Moved Today, What Is Drawing Fresh Attention?
Simply Wall St.12d agoneutral
Berkshire Hathaway (BRK.A) Moved Today, What Is Drawing Fresh Attention?

Berkshire Hathaway (BRK.A) is back in focus after Greg Abel, now running the operation, exited the Domino’s Pizza position in the first quarter of 2026. That portfolio move gives fresh clues about Berkshire’s evolving playbook. Recent moves under Greg Abel, including the Domino’s exit and heavier concentration in giants like Apple, American Express, and Alphabet, have arrived while Berkshire Hathaway’s share price has inched ahead. A 90 day share price return of 4.13% and a 5 year total...

Visa (V) Sets AI Payment Standards, Is The Stock Fairly Valued?
Simply Wall St.12d agoneutral
Visa (V) Sets AI Payment Standards, Is The Stock Fairly Valued?

Visa (V) just joined Mastercard and Ant International to design a shared Know Your Agent framework, a move aimed at standardising how AI purchasing agents are identified and monitored across global payment networks. Recent announcements around Visa’s onchain credit push, stablecoin partnerships and the new Know Your Agent framework have landed against a share price of US$369.93, with a 90-day share price return of 13.05% pointing to building momentum, while the 5-year total shareholder return...

Marvell Technology (MRVL) Deepens Its AI Infrastructure Footprint
Simply Wall St.12d agoneutral
Marvell Technology (MRVL) Deepens Its AI Infrastructure Footprint

Marvell Technology (NasdaqGS:MRVL) announced new collaborations with GlobalFoundries, Microsoft and Utimaco focused on advanced connectivity and payment security. The GlobalFoundries partnership targets expanded production of advanced SiGe chips used in next generation optical links for AI data centers. Marvell is working with Microsoft and Utimaco to provide a cloud native payment security platform delivered through Microsoft Azure. These GlobalFoundries and Azure payment security deals...

IBM (IBM) Lands $1 Billion Quantum Foundry Award And Deepens AI Oversight
Simply Wall St.12d agoneutral
IBM (IBM) Lands $1 Billion Quantum Foundry Award And Deepens AI Oversight

International Business Machines (NYSE: IBM) said its subsidiary Anderon won a US$1b federal award to build a U.S. quantum chip foundry, alongside a further US$1b IBM commitment to the project. The planned facility is described as the first stand-alone quantum wafer foundry in the U.S., focused on quantum chip manufacturing under CHIPS Act funding. IBM also announced a partnership with regulatory intelligence provider CUBE to integrate real time global AI rule monitoring into...

Why Tower Semiconductor (TSEM) Is Up 5.4% After New AI-Focused Silicon Photonics Shipment Milestone
Simply Wall St.12d agoneutral
Why Tower Semiconductor (TSEM) Is Up 5.4% After New AI-Focused Silicon Photonics Shipment Milestone

Tower Semiconductor and NewPhotonics recently reported high-volume shipments of laser-integrated photonic optical engines for AI infrastructure, built on Tower’s PH18DA silicon photonics platform and supporting data rates from 800G to 1.6T with higher-bandwidth 6.4T near-packaged optics planned for volume production from First Half 2027. This collaboration highlights Tower’s role at the center of advanced optical interconnects, where integrating lasers, modulators, amplifiers, and...

3 Mining Stocks Retail Investors Are Watching For Europe Critical Minerals Demand
Simply Wall St.12d agoneutral
3 Mining Stocks Retail Investors Are Watching For Europe Critical Minerals Demand

Trade threats between the U.S., Canada, and Europe are turning tariffs, minerals, and supply chains into tools of power, not just policy. That raises the stakes for any stock exposed to critical minerals and cross Atlantic trade flows. Missing this shift could mean missing where future capital and regulations concentrate. This article walks through three stocks tied to that story and examines how this new EU Canada axis might affect them. The companies in the list below are just a starting...

What Amazon.com (AMZN)'s US$8 Billion Backup Power Deal With Generac Means For Shareholders
Simply Wall St.12d agoneutral
What Amazon.com (AMZN)'s US$8 Billion Backup Power Deal With Generac Means For Shareholders

In recent days, Generac Holdings announced a long-term agreement to supply Amazon with industrial backup generators for its global data centers, with initial deliveries of about US$2.40 billion in 2027–2028 and total potential purchases up to US$8.00 billion, alongside purchase-linked warrants for Amazon to buy Generac shares. This move highlights how Amazon is locking in critical power resilience for its expanding AI and cloud infrastructure while also using equity-linked incentives to...

IBM (IBM) Stock Could Trade At A Discount On AI Governance News
Simply Wall St.12d agoneutral
IBM (IBM) Stock Could Trade At A Discount On AI Governance News

International Business Machines has given long term holders a strong run over the past few years, yet after a sharp setback this year the question now is whether the current US$237.75 share price still lines up with the cash it is expected to generate. Recent headlines around quantum computing, AI governance and a major investigation into a recent earnings shortfall have further sharpened the focus on what IBM’s cash flows are really worth. Over the past 5 years the stock has returned...

Procter And Gamble (PG) Stock Could Be Cheap As 16% Five Year Gain Continues
Simply Wall St.12d agoneutral
Procter And Gamble (PG) Stock Could Be Cheap As 16% Five Year Gain Continues

Procter & Gamble has delivered steady long term gains for shareholders, yet the current share price raises a clear question about how fully its cash flows are being reflected in the valuation. With the stock recently closing at US$147.55, the issue now is whether the underlying cash generation can support that level over time. Over the past 5 years, Procter & Gamble has returned 16.4%, which puts long term cash flow strength at the centre of the pricing debate today. Recent coverage...

Why Is e.l.f. Beauty (ELF) Pushing Deeper Into The Americas Now?
Simply Wall St.12d agoneutral
Why Is e.l.f. Beauty (ELF) Pushing Deeper Into The Americas Now?

e.l.f. Beauty (NYSE:ELF) expanded its retail reach through new partnerships with Sephora in Canada, Mexico, and Brazil. The Naturium skincare brand is launching in Sephora stores and online across Canada and Mexico, widening its North American presence. e.l.f. Cosmetics becomes the first mass color brand available in Sephora Brazil, adding a new entry point in South America. The Naturium rollout and e.l.f. Cosmetics debut in Sephora Brazil only capture part of what this expansion may mean...

Colgate’s Steady Dividend and Premium Push Might Change The Case For Investing In Colgate-Palmolive (CL)
Simply Wall St.12d agoneutral
Colgate’s Steady Dividend and Premium Push Might Change The Case For Investing In Colgate-Palmolive (CL)

Colgate-Palmolive’s board recently declared a quarterly cash dividend of US$0.53 per common share, payable on November 13, 2026, to shareholders of record on October 20, 2026, extending a dividend record that has remained uninterrupted since 1895. This reaffirmation of the dividend coincides with Colgate-Palmolive intensifying efforts to revive its North America business through greater support for premium toothpaste innovations and higher advertising investment. Next, we’ll consider how...

Norfolk Southern Sees Fuel Hit but Eyes Freight Share Gains From Trucking
MarketBeat12d agoneutral
Norfolk Southern Sees Fuel Hit but Eyes Freight Share Gains From Trucking

Norfolk Southern (NYSE:NSC) said higher fuel prices are expected to pressure its operating ratio in the second half of the year, reversing the tailwind management had anticipated just two months earlier, while the railroad sees opportunities to gain freight share from trucking and continue investing